Annapolis Financial Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-110
| Closed | -$17.3K | – | 463 |
|
|
2023
Q4 | $17.3K | Sell |
110
-150
| -58% | -$23.6K | ﹤0.01% | 295 |
|
|
2023
Q3 | $40.5K | Buy |
260
+90
| +53% | +$14K | 0.01% | 204 |
|
|
2023
Q2 | $30.5K | Hold |
170
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $33K | Sell |
170
-1
| -0.6% | -$194 | 0.01% | 207 |
|
|
2022
Q4 | $29.7K | Sell |
171
-106
| -38% | -$18.4K | 0.01% | 210 |
|
|
2022
Q3 | $45K | Sell |
277
-4
| -1% | -$650 | 0.02% | 177 |
|
|
2022
Q2 | $51K | Buy |
281
+1
| +0.4% | +$181 | 0.02% | 175 |
|
|
2022
Q1 | $60K | Sell |
280
-60
| -18% | -$12.9K | 0.02% | 175 |
|
|
2021
Q4 | $73K | Buy |
340
+120
| +55% | +$25.8K | 0.02% | 165 |
|
|
2021
Q3 | $40K | Hold |
220
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $46K | Sell |
220
-27
| -11% | -$5.65K | 0.02% | 169 |
|
|
2021
Q1 | $42K | Buy |
247
+8
| +3% | +$1.36K | 0.02% | 164 |
|
|
2020
Q4 | $40K | Buy |
+239
| New | +$40K | 0.02% | 159 |
|